Each week, Goldman Sachs brings viewers an interview with one of the world’s greatest investors on their investing philosophies, the principles that have driven their success and how they are approaching an investing landscape fundamentally altered by the pandemic and its aftermath. The series is hosted by Alison Mass, chairman of Goldman Sachs’ Investment Banking Division, and Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management.
In this episode, PAG CEO Weijian Shan discusses his investment focus in Asia, how the evolving US-China relationship impacts his investment approach, and what he has learned from key investments throughout his career.
In this episode, Britt Harris, President, CEO and CIO of UTIMCO, the largest public-university endowment in the US, discusses his outlook on the energy sector, millennials’ impact on the future of the market, and one of the biggest lessons he learned in his investing career.
In this episode, ARK Invest Founder, CEO and CIO Cathie Wood discusses her investment focus on innovation, the importance of building a diverse team, and why having great mentors has been key to her success.
In this episode, Wellington Management Managing Partner Jean Hynes discusses her focus on investing in the healthcare sector, advances that are reshaping the medical field, and the importance of a collaborative investing culture.
In this episode, Soros Fund Management CIO Dawn Fitzpatrick discusses how the pandemic has shaped her investment outlook, why it has accelerated a focus on ESG, and what she thinks differentiates a good investor from a great one.
In this episode, Advent Managing Partner David Mussafer discusses how he has kept his pandemic investing strategy focused on the long-term, learning the difference between a great company and a great investment, and why a management team is key to successful investing.
In this episode, Key Square Group Chief Investment Officer Scott Bessent discusses the current investing landscape, how the digital transformation has impacted his investing outlook, and how he thinks tech will be disrupted in the future.
Insights from Great Investors: Rich Friedman, Chairman of the Merchant Banking Division at Goldman Sachs
In this episode, Rich Friedman, Merchant Banking Division Chairman, discusses the impact of deflationary trends around the world on the investing landscape, his team’s investing focus on the digital transformation and the transition to renewable energy, and why he thinks conviction is key to investing success.
Insights from Great Investors: Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management
In this episode, Dennis Lynch, Morgan Stanley’s head of Counterpoint Global, discusses the investment trends accelerated by the pandemic, his approach to building his investing team, and why a key lesson from his career is thinking about the sizing of his investment positions.
In this episode, Bain Capital Co-Managing Partner John Connaughton discusses how the pandemic has impacted his long-term investing strategy, why he thinks taking “calculated risk” is key to being a successful investor, and key lessons he’s learned from past investments.
In this episode, CalSTRS Chief Investment Officer Chris Ailman discusses leading the country’s second largest public pension fund through the pandemic, his long-term outlook on investing, and how he has incorporated ESG into his investing strategy.
In this episode, Permira Co-Managing Partner Tom Lister discusses the three sectors he is focused on in the investing landscape, why he thinks it is important to sell ahead of an investment’s top performance, and why resilience is a key trait of great investors.
In this episode, Thoma Bravo managing partner Orlando Bravo discusses why he began investing in software two decades ago, the resiliency of the software business model, and navigating the investing landscape throughout the pandemic.
In this episode, Warburg Pincus CEO Chip Kaye discusses why he thinks investing is about the “who” as much as the “what” and how living in Asia has influenced his career as an investor.
In this episode, Eurazeo CEO Virginie Morgon discusses her investment strategy in response to the pandemic, the company’s renewed ESG commitments and why she thinks having self-confidence is key to a successful investing career.
In this episode, Carlyle Group CEO Kewsong Lee discusses how the pandemic has reshaped his investment outlook, why he thinks the biggest risk as an investor is not taking any risk at all, and why EQ—as much as IQ—shapes a successful investing career.
In this episode, Blackstone President and COO Jon Gray discusses the historic dislocation in markets brought on by the pandemic, the themes driving Blackstone’s investment strategy moving forward, and the importance of “high conviction” in his approach to investing.
In this episode, KKR co-founder George Roberts shares the keys to his success as an investor, what he learned from one of KKR’s most legendary deals, and the investment opportunities that he is focused on now.
In this episode, TPG co-CEO Jim Coulter talks about investment trends accelerated by the pandemic and why he thinks a good investment strategy is “not consensus.”
In this episode, Jean Salata, CEO of Baring Private Equity Asia, discusses growing the private equity industry in Asia, navigating the challenges of the pandemic, and investment opportunities in the years ahead.